Quote builder block. Working with product bundles

Availability: Business* and Enterprise plan
*Quote builder is a part of our CPQ add-on

Add bundled products from Catalog to quote builder 

Once you’ve created your bundled products, you can add them to the quote builder block in the same way you add all other products — simply add a quote builder block, then select it and the +Product from catalog button. Finally, select bundled items from the catalog picker. Items with product bundles have a useful indicator under their names that shows the number of products in the batch.

When you add a bundled item to the quote builder block, you'll see the batched products under the name of this product bundle. You can then easily fold the list by selecting Hide products, or unfold them by selecting Show products.

With recipient options enabled (quantity editing or optional items), document signers will be able to only change the quantity or select the whole batch. They’ll be unable to modify a quantity or select items included in the bundle.

Bundle products in quote builder 

You can easily bundle products in quote builder block – no need to bundle them in Catalog. Start by selecting the gear icon and turn on the Custom products in quotes toggle. Once you do this, both Create custom products and Edit existing products toggles will be turned on.

Once you enable Custom products in quotes setting, you can create new product bundles or edit product bundles created in catalog. 

To create a new product bundle in quote builder, first, make sure the toggle Create custom products is switched on, after that, click +Custom product. Then fill out the product bundle name and price(required). Under "Product bundle", select products from your catalog or create items from scratch by clicking +Custom product. 

You can easily update or delete bundled products by clicking on the menu on the far right to its name and selecting Edit it or Delete from the drop-down.

Click Save at the top right, once you add all products you need.

Edit product bundles in quote builder

To edit products bundled in your catalog make sure you have Edit existing products toggle switched on.

After that, select the vertical ellipses (three dots) at the far right of the product listing, then select Edit item from the dropdown menu. In the modal window, scroll down to "Product bundle" and click on the menu on the far right to a product name. Select "Edit" from the dropdown to update an item. To reorder items in a bundle simply drag an item and drop it to the place you need. 

Click Save at the top right once done.

Customize product bundles in quote builder 

With product bundles, you have additional options to customize how they appear in the quote builder block for your recipients. Go to the Design tab in the quote builder editing mode, where you can show or hide:

• Products within a bundle
• Product price
• Product quantity
• Product descriptions

You can customize the typography for the bundle and for the bundled products separately.